Old Mutual Jobs 2021

This role is individually accountable for selling and providing advice on specific range of products to the family providers in our customer value proposition.

Job Description

Job Title: Financial Advisor – Corporate Business

Duties

• Generate good leads, prospect, network, develop referrals and follow up on leads generated to close sale
• Effectively maintain a high prospect base as determined by Manager
• Set up and coordinate presentations to prospective clients and educate prospects on the company’s product
• Participate in cross selling of company’s products whenever appropriate
• Keep and manage a prospecting diary to effectively schedule client meetings and visits
• Daily update of sales activities and submit weekly report on activities as required by Manager
• Schedule meetings and presentations, and religiously update meeting template as required
• Evaluate costs and revenue of all prospects to effectively manage resources
• Any other duties as assigned by Manager

Educational Requirements

• Minimum of a Diploma